by Misty Santos | Sep 14, 2026 | Financial Planning, Industry Insights
Before The Calendar Runs Out The “New Year, New Visa Bill” feeling is something many of us have to manage. We create magical holiday celebrations, but then, come January, we have to recoup. We walk into a brand-new year already feeling behind on our finances. But what...
by Misty Santos | Sep 8, 2026 | Financial Planning, Industry Insights
A Pleasant Surprise! In this day and age, it’s very easy to get overloaded with negative news. We never know what’s around the next corner, and so we remain on full alert at all times. From wars to wildfires, 2026 has thrown us some major curveballs, which means the...
